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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,492 | $162,136-96.6% | $152,301-96.4% | $154,746-96.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 457.34% | 91.02%+366.3pp | 80.50%+376.8pp | 172.34%+285.0pp |
| Employer contribution / active EE | $1,700 | $4,890-65.2% | $4,624-63.2% | $4,379-61.2% |
| Participant deferral / active EE | $2,010 | $8,341-75.9% | $8,004-74.9% | $6,730-70.1% |
| Admin fee / account holder | $6 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |